Overview
This article outlines all required steps for configuring the docuWeaver application to enable document generation on a Salesforce.
Pre-requisite
Following are the prerequisites:
A noKodr account is required. Creation of a noKodr account is a prerequisite for generating documents from Salesforce.
A noKodr instance is required. The instance provides the necessary environment and settings for backend processing and data storage related to document and email generation.noKodr Instance
Instance
A noKodr instance functions similarly to an organization and includes all required settings such as workspaces, applications, users, automations, and other configurations. Since the docuWeaver document generator is not a native Salesforce application, it requires a noKodr instance to handle backend processes and to store data related to document and email generation.
When an instance is created during the document generator setup, the following items are provisioned:
The docuWeaver application within the default docuWeaver workspace is installed on the specified noKodr instance.
A default user, such as an Admin, is added to the instance. This user is typically the one who creates the instance.
This setup enables seamless integration, management, and storage of documents templates from Salesforce, while leveraging noKodr’s low-code platform for application customization and workflow automation
Steps to Setup Document Generator
Open the App Launcher in Salesforce.
Select the docuWeaver application.
Click the Doc Generator tab.
Review the displayed details.
Select I agree to the Terms & Conditions.
Click Continue to proceed.
If a docuWeaver account does not exist, create an account using an email address.
If an account already exists, log in with existing credentials.
After login, select an existing instance or click + Create New Instance.
Enter the following details to create a new instance:
Organization Name
Prefix
Region (specifies where the docuWeaver account is hosted)
Submit the instance creation form.
Wait for the process to complete.
Upon completion, the application redirects to the Doc Generator page within Salesforce.